Iba Specialist - Leeds, United Kingdom - Ardonagh Advisory

Ardonagh Advisory

Verified Company

Leeds, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IBA Specialist - Leeds - ARDCT843961

Purpose of the Role
This exciting opportunity has arisen to join one of our Bank Reconciliation Teams in Leeds to complete reconciliation and process activities for our back-office Insurance Broking Accounts Centre

This role supports the Business' ability to adequately protect our client's money under the CASS 5 regime at the same time as providing an efficient and thorough back-office IBA solution within Ardonagh Advisory.

What you will do
This is an overview and not an exhaustive list of responsibilities.

Collaborating with your Line Manager, you will develop your own objectives but focus on all of the following and more.

Perform reconciliation and process activities across one or more of the following disciplines:

Cash posting & allocation,
Bank Reconciliation
Client & Insurer Payments,
Payaways (intermediary payment processes)
Client Money Calculations
Bordereaux
Manage your own workload to ensure work is completed to the agreed Service Levels (SLAs) and quality standards.
Communicate and build relations with other IBA departments and internal Brokers and businesses to investigate and resolve any queried transactions to avoid further delays.
Be proactively involved and support continuous improvement and lean initiatives.
Support audit requests for information and process walk-through exercises.
Fulfil your responsibilities in line with agreed processes to achieve agreed objectives, and in doing so, ensure compliance with the client and insurer money rules within the FCA Handbook, identifying and recording any breaches of FCA rules.

Who we are looking for

This is an opportunity for a talented, dynamic individual, with strong financial skills and experience ideally with some client money (Cass 5) knowledge.

We are looking for someone has:

Attention to detail
Excellent organisational skills
Initiative, an enquiring mind and is proactive
The mindset to be adaptable, embrace change and respond positively
Strength to work under pressure
Skills to build relationships and influence stakeholders.

Qualifications & Experience:

Ideally financial experience in an insurance broking environment
Client Money (Cass 5) knowledge
GCSE Maths and English (grade 5 or above) or equivalent

Full training can be given so mathematically focused graduates will also be considered.

The Ardonagh Group is one of the UK's largest independent brokers with over 9000 dedicated and passionate professionals across the country, and worldwide, facing and dealing with our clients' challenges, offering an enviable range of products, services andsolutions to their clients.

We are progressive, passionate and proud of the work we do, across all sectors of the business. Therefore, we need highly capable people to join our team to make this a reality

So if this sounds like you, this could be a great opportunity for you.

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